Matthew Chanda
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2021 to now
- Avantax Advisory ServicesJun 2020 to Sep 2021
- Avantax Insurance Agency, LLCJun 2020 to Sep 2021
- Avantax Investment Services, Inc.Jun 2020 to Sep 2021
- David J. Scafa, Cpa, PfsJun 2020 to Sep 2021
- David J. Scaffa Cpa, PfsJun 2020 to Sep 2021
- Scafa Financial LLCJun 2020 to Sep 2021
- ManpowerApr 2020 to Jun 2020
- Massmutual Life Insurance CompanyFeb 2020 to May 2020
- MML Investors Services, LLCFeb 2020 to May 2020
- Edward JonesDec 2018 to Dec 2019
- Chanos Latin KitchenAug 2018 to Nov 2018
- Clover Leaf TavernMar 2018 to Jul 2018
- Grasshopper Irish PubSep 2016 to Sep 2021
- Montclair State UniversityJan 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7047834
- Firm CRD
- 104555